| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 626,451 | 2,236,000 | 82.21% | ||
| 2 | RONALD BLUE & CO LLC | 66,430 | 237,000 | 8.71% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 30,875 | 110,000 | 4.04% | ||
| 4 | Convergence Investment Partners, LLC | 21,489 | 77,000 | 2.83% | ||
| 5 | Curi Capital, LLC | 16,669 | 60,000 | 2.21% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
